Plan5500

Colville Tribal Enterprises Corp. Retirement Plan — Form 5500 plan (Colville Tribal Federal Corporation)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Colville Tribal Enterprises Corp. Retirement Plan is a benefit plan reported by Colville Tribal Federal Corporation under EIN 91-1523072 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,660 participants and $15,500,194 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Colville Tribal Federal Corporation
EIN
91-1523072
Plan number
001
Plan type
2
Location
Nespelem, WA
Latest filing year
2023
Participants
2,660
End-of-year plan assets
$15,500,194

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,660H, C20241014170543NAL0045423168001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,500,194
Total liabilities (EOY)
$46,770
Net assets (EOY)
$15,453,424
Net assets (BOY)
$12,239,727

Income & contributions

Employer contributions
$1,163,251
Participant contributions
$878,469
Total contributions
$2,041,720
Total income / additions
$4,041,806

Expenses & distributions

Benefits paid
$781,648
Administrative expenses
$46,461
Total expenses
$828,109
Net increase / (decrease)
$3,213,697

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alpine Summit CpasAUDITOR$22,350not reported in the loaded dataset2023
Independent Financial Group, LLCADVISOR$13,726not reported in the loaded dataset2023
Matrix Trust CompanyCUSTODIAN$10,385not reported in the loaded dataset2023

Related Form 5500 pages